Jane Ross was first licensed as an Advisor in the Financial Industry in 1983.
Since that time she has held numerous management and training positions within some of Canada’s largest financial institutions.
In 1990 Jane became an Independent Broker devoting time to educating the consumer and implementing comprehensive financial plans for both individuals and businesses in areas including insurance and investments.
Jane is currently a member of the Independent Financial Brokers of Canada and represents several top ranked Banks, Insurance Companies and Investment Institutions. During her career Jane has performed within the ranks of the top five women in Canada and has achieved the Industry recognized prestigious position of Member of the Million Dollar Round Table.
She believes that financial well-being is as important as maintaining good health. Neglecting either could have an adverse affect on one’s lifestyle down the road. When using the guidance and direction of a Personal Trainer or Coach, one can more likely succeed at improving physical health. Likewise a Financial Coach, Consultant or Advisor can help develop a plan towards obtaining or maintaining financial health – a necessary ingredient in achieving most dreams and goals.
Jane’s extensive knowledge and use of leading edge creative solutions allows her to bring forward ideas and tools that are both innovative and as tax/cost efficient as legally possible. Together with her Financial Studio team, all levels of resources and expertise are available, combining many decades of experience.
With a high level of compassion, Jane has always worked with her clients in a very understanding and caring manner. Going forward her desire above all else is to educate and increase awareness in a critical area no one can afford to be without – financial planning.